Task-by-task plan for the design committed at 27cdb46. 14 tasks with
4 hard-pause checkpoints at natural demo points:
- After Task 6 (backend helpers done)
- After Task 8 (multi-select modal + filter pills)
- After Task 12 (full HTML layout — all 4 chapters)
- After Task 14 (PDF mirrored + QA + shipped note)
Task 1 is a pure refactor (extract _compute_outstanding from index())
so later tasks can reuse the dashboard math with filters. Tasks 2-5
add the new helpers alongside existing code with failing-test-first
discipline. Task 6 switches the main helper to multi-value filters
(project_ids/team_ids) — existing behaviour preserved via backward-
compatible getlist. Tasks 7-12 restructure the HTML template into
Hero + 4 chapters. Task 13 mirrors in the PDF. Task 14 QAs and ships.
~11 new tests across 4 test classes; total grows from 28 to ~39.
One new dependency: Choices.js 10.2.0 via CDN, admin-only gated,
graceful fallback to native multi-select on CDN failure.
Follows the CLAUDE.md conventions: # === SECTION === comments,
plain-English docstrings, subquery-filter pattern for M2M filters,
single-batched push at the end, Co-Authored-By trailer on every
commit, never amend.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Brainstorm output for rebuilding /report/ as an executive-grade dashboard.
Key decisions captured:
- Multi-select filters (Choices.js) with empty=all semantics
- Hero KPI band: Paid / Outstanding NOW / Avg R/day / Avg R/month
- Chapter I: Lifetime context with working-day denominator for avg cost
- Chapter II: Selected period (existing content, restructured)
- Chapter III: Worker breakdown (existing, restyled)
- Chapter IV: NEW team × project activity pivot
Current Outstanding reuses dashboard math (live, stamped with generation
time). Company cost velocity = lifetime cost / distinct work-log dates;
monthly = daily × 30.44.
No model changes. One new CDN dep (Choices.js). Target: ~650 LOC
including ~120 new tests. Four checkpoint pauses proposed for the
subsequent implementation plan.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds a consolidated regression test to WorkLogPayrollAjaxTests that
exercises: paid worker serialization shape, null team branch, OT flag
in JSON, full_page_url value, and adjustment payslip-link serialization.
Closes the 'Important' coverage gap flagged in Task 3's quality review.
Also appends a 'Shipped' block to the design doc summarising QA
status and capturing all five deferred nits (admin-gate consistency,
template branch tests, |default:0 redundancy, admin-gate expression
readability, background vs background-color) so they survive the
merge into project history.
All 19 tests pass. manage.py check clean. No migrations needed.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Task-by-task plan for implementing the modal + /history/<id>/ page
designed in the companion design doc. 10 tasks, 4 hard-pause review
checkpoints (after tasks 2, 4, 6, 10). TDD for the pure helper
function (bootstraps the currently-empty core/tests.py), view-level
tests for the AJAX + detail endpoints, manual smoke tests for the
template/JS work.
Uses the existing worker_lookup_ajax JSON+DOM pattern for the modal
(createElement + textContent, not innerHTML) to match the codebase's
XSS-safe convention. Full page is server-side rendered via a Django
template.
No model changes. No migrations. Admin-only.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Brainstorm output for the next UI refinement. Adds a click-through from
any historic work log (Work History, team detail Recent Work Logs, project
detail Recent Work Logs) to a compact modal showing paid/unpaid status per
worker, with links out to /workers/<id>/ and /payroll/payslip/<pk>/. The
modal has a "Open full page" button that navigates to a new
/history/<log_id>/ route for bookmark-able detail + pay-period context
(via get_pay_period). Admin-only; supervisors unchanged.
Read-only pass; no model changes, no migrations. Uses existing data:
PayrollRecord.work_logs (M2M) and PayrollAdjustment.work_log (FK).
Also fixes local dev: run_dev.bat now sets DJANGO_DEBUG=true so runserver
auto-serves /static/ (prior behaviour: CSS 404 on localhost because
Django's dev server only serves static files when DEBUG=True; production
keeps DEBUG=false and is served by Apache, so unaffected).
Design doc: docs/plans/2026-04-22-work-log-payroll-crosslink-design.md
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
New AJAX endpoint (worker_lookup_ajax) returns a comprehensive financial
report card for any active worker. Modal shows: amount payable, outstanding
loans, paid this month/year, loans this year, recent activity, active loans
table, current project + days, PPE sizing, drivers license, and notes.
Worker names across all dashboard tabs are now clickable links that open
the modal. Header button with searchable dropdown for quick access.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Straight port from V2 adapted for V5 field names. Creates expense
receipts with dynamic line items, VAT calculation (Included/Excluded/
None at 15%), and emails HTML + PDF to Spark Receipt. Uses lazy
xhtml2pdf import to avoid crashing if not installed on server.
Files: forms.py (ExpenseReceiptForm + FormSet), views.py (create_receipt),
create_receipt.html, receipt_email.html, receipt_pdf.html, urls.py, base.html
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- core/utils.py: render_to_pdf() wrapper for xhtml2pdf
- core/templates/core/pdf/payslip_pdf.html: A4 PDF payslip (matches V2 layout)
- core/templates/core/email/payslip_email.html: HTML email body for Spark
- core/templates/core/payslip.html: browser payslip detail page with print
- core/views.py: add payslip_detail view, wire email+PDF into process_payment
- core/urls.py: add payroll/payslip/<pk>/ route
- config/settings.py: add SPARK_RECEIPT_EMAIL setting
- payroll_dashboard.html: add "View" payslip link in Payment History tab
All templates show adjustments (bonuses, deductions, overtime, loan repayments)
as line items. Amounts always show 2 decimal places. Email failure does not
roll back payment — handled gracefully with warning message.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
